William Bernstein's Coward Portfolio
VS
Couch Potato Portfolio
Total Return by Period
Updated: Nov 18, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Couch Potato Portfolio | -0.30% | -1.86% | -1.52% | 1.87% | 7.01% | 32.44% | 27.61% | 79.59% |
| William Bernstein's Coward Portfolio | -0.17% | -1.54% | -1.20% | 1.09% | 5.26% | 21.94% | 24.34% | 56.89% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Couch Potato Portfolio | 12.66% | 14.77% | -15.54% | 15.34% | 15.78% | 19.32% | -3.21% | 11.89% | 8.82% | -0.72% |
| William Bernstein's Coward Portfolio | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | -1.15% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Couch Potato Portfolio | 79.59% | 6.35% | 6.05% | -37.98% | 0.34 | 0.42 | 0.17 | 0.07 |
| William Bernstein's Coward Portfolio | 56.89% | 5.05% | 4.62% | -27.68% | 0.20 | 0.24 | 0.18 | 0.06 |
Total Return
No Taxes, No Rebalancing.